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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
376	SSG Summit Securities Group New York	$417K	$0	1	0.12%	Maintained
377	CL Croft-Leominster Baltimore, Maryland	$405K	+$83.5K	1	0.07%	Increased
378	TFA Toth Financial Advisory Leesburg, Virginia	$400K	+$411K	1	0.14%	New
379	FBC Fairfield, Bush & Co Darien, Connecticut	$391K	+$40.4K	1	0.11%	Increased
380	GCP GSA Capital Partners London, United Kingdom	$391K	-$1.5M	1	0.03%	Reduced
381	Tower Research Capital (TRC) New York	$387K	+$27.1K	7	0.04%	Increased
382	CCA Castle Creek Arbitrage Avon, Colorado	$386K	$0	1	0.02%	Maintained
383	MC Menta Capital San Francisco, California	$374K	+$351K	1	0.05%	New
384	LIM Leavell Investment Management Mobile, Alabama	$373K	$0	1	0.06%	Maintained
385	Amalgamated Bank New York	$361K	+$691	2	0.06%	Increased
386	CC Courier Capital Buffalo, New York	$360K	-$75K	1	0.07%	Reduced
387	PG Patten Group Chattanooga, Tennessee	$358K	+$368K	1	0.17%	New
388	HT HAP Trading New York	$349K	-$50.1K	1	0.01%	Reduced
389	PCM Palouse Capital Management Spokane, Washington	$349K	-$12.8K	1	0.12%	Reduced
390	Robeco Institutional Asset Management Rotterdam, Netherlands	$348K	+$313K	1	0%	New
391	BCM Bluefin Capital Management New York	$343K	+$3.02K	1	0.02%	Increased
392	Gradient Investments Arden Hills, Minnesota	$343K	+$390K	1	0.06%	New
393	CPA Cowen Prime Advisors New York	$342K	+$24.8K	1	0.13%	Increased
394	Truist Financial Charlotte, North Carolina	$340K	-$15.4K	1	0.01%	Reduced
395	CAM Columbia Asset Management Ann Arbor, Michigan	$335K	$0	1	0.13%	Maintained
396	GP GLG Partners London, United Kingdom	$333K	+$287K	1	0.01%	New
397	KeyBank National Association Cleveland, Ohio	$320K	+$159K	1	0%	Increased
398	PAM Paradigm Asset Management New York	$313K	$0	1	0.04%	Maintained
399	First Allied Advisory Services San Diego, California	$308K	-$140K	2	0.02%	Reduced
400	QIM Quantitative Investment Management Charlottesville, Virginia	$307K	+$34K	1	0.05%	Increased